Institutional Ownership Equus Total Return, Inc. (EQS)
This table provides information about the institutional ownership of Equus Total Return, Inc. (EQS). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 147,495 shares, which have been reported (via 13F filing form) to have a value of $207,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
60,000
shares
|
$84,600
0.01% of portfolio
|
Q1 2024
Reduced 22.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
35,666
shares
|
$50,289
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,999
shares
|
$32,428
0.0% of portfolio
|
Q3 2022
Added 58.62%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,330
shares
|
$15,975
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
9,102
shares
|
$12,833
0.0% of portfolio
|
Q3 2023
Reduced 6.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,497
shares
|
$6,340
0.0% of portfolio
|
Q4 2024
Reduced 44.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,800
shares
|
$3,948
0.0% of portfolio
|
Q1 2025
Added 139900.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,000
shares
|
$1,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|